Service Onboarding Template for Jira

Track a new service through the production-readiness checklist before it joins the on-call rotation.

For DevOps & SRE Teams Issue type: Task

What this template is for

Most production incidents from new services trace back to one of the same five gaps: missing SLO, missing runbook, missing alerts, missing security review, or missing on-call coverage. This template makes every one of those gaps a required sub-task on the onboarding ticket so a service cannot quietly skip the operational basics.

The Production-Readiness Tier field keeps the checklist proportionate. A Tier 1 user-facing service walks the full list; a Tier 3 internal tool walks a subset.

When to use it

Use this template:

  • For every new service before it carries production traffic
  • When an existing service is being promoted in tier (Tier 2 to Tier 1, for example)
  • After a major rewrite or topology change - re-run the relevant subset of the checklist

Do not use it for routine deploys or feature additions on an existing service - those have their own templates.

Sub-task breakdown

The sub-tasks above are the production-readiness contract. STM Issue Templates lays them down automatically per tier, so the readiness review meeting becomes a walkthrough of an already-tracked checklist rather than a brainstorm of what should have been done. The go-live gate is one JQL query: open sub-tasks on this onboarding ticket.

Fields to add to your Jira create screen

These are the fields a project admin should make sure exist on the Create Issue screen for this issue type (Project settings → Screens). Without these on the screen, reporters can't provide the information triage needs - and STM can't reference them either.

Field Example value Required
Summary Onboard recommendations-svc to production Yes
Service Name (custom) recommendations-svc Yes
Owning Team ML Platform Yes
Tech Lead @alex.chen Yes
Production-Readiness Tier (custom) Tier 1 (user-facing) / Tier 2 / Tier 3 Yes
SLOs Defined (custom) Yes - PROJ-1430 Yes
Runbook URL (custom) RB-219 Yes
Dashboards URL (custom) https://grafana.example.com/d/reco Yes
On-Call Rotation (custom) ml-platform-primary Yes
Security Review (custom) Passed 2026-05-15 No
Cost Model (custom) Tagged; expected $850/month at launch No
Go-Live Date 2026-06-10 No

Note on custom fields. STM currently supports up to 5 custom fields per template. You can add as many custom fields as you like to your Jira Create Issue screen - the 5-field limit only applies if you want STM to set or update those custom fields itself.

Sub-tasks STM creates automatically

Build an STM sub-task template containing the items below, then wire it to an On Create Issue Executor scoped to this issue type. Whenever a new issue of this type is created in the project, STM creates the full sub-task set in one step - with assignee, due date, and components inherited from the parent unless you override them.

  1. Define SLOs for the service (link SLO definition ticket)
  2. Write runbook for at least the top three failure modes
  3. Wire up monitoring, logging, and tracing with standard labels
  4. Configure alerts and burn-rate rules; test that they page correctly
  5. Complete security review (threat model, dependency scan, secrets handling)
  6. Schedule a chaos drill or game day before go-live
  7. Add to on-call rotation and confirm rotation tool routes alerts correctly
  8. Production-readiness review meeting and sign-off

Common questions

What is a service onboarding ticket in Jira?

It is the production-readiness checklist for a new service joining the platform - SLOs, runbooks, monitoring, alerts, security review, on-call rotation. The ticket is the gate: the service does not join the rotation until every sub-task is signed off. This protects both the service owners and the wider on-call from a service going live without the operational basics.

What is production-readiness?

Production-readiness is the set of operational guarantees a service must meet before it carries production traffic - measurable SLOs, written runbooks, working monitoring, tested alerting, completed security review, and an on-call rotation. A service that fails any of these is not production-ready regardless of how stable the code itself is.

How do you tier services for onboarding?

Tiering reflects blast radius and user impact. Tier 1 is user-facing or revenue-critical and gets the full readiness review. Tier 2 is internal-facing or batch and may use a lighter checklist. Tier 3 is experimental or internal-tools and follows a minimum subset (basic monitoring and ownership). Tiering keeps the readiness review proportionate to risk.

Should onboarding sub-tasks be auto-created?

Yes - the checklist is long and skipping a sub-task is the most common cause of post-launch incidents. [STM Issue Templates](/stm/) can lay down the production-readiness sub-task set on every new onboarding ticket, scoped by tier. The reviewer at the readiness meeting walks the sub-tasks; nothing reaches production with a sub-task still open.

Automate the sub-tasks with STM

STM Issue Templates saves the sub-task list above as a reusable template and creates them on every new issue of this type - via an Executor on issue creation, on status transition, or triggered manually from the issue's "Create bulk sub-tasks" menu. STM does not change the parent issue's create screen (that's a Jira project-settings job) but it removes the manual work of creating the sub-tasks every time.

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